Unclaimed
Timothy Manko is an investment advisor representative at LPL Financial LLC. Timothy has been in the industry since June 2013, working for both Financial Resources Group Investment Services, LLC, and LPL Financial LLC. Timothy has a Series 66 license and Series 7 and Series 63 registrations, indicating a breadth of experience in the securities and investment advisory industries. Timothy specializes in providing investment advice to high-net-worth individuals and businesses, as well as individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Timothy is also licensed in several states, including New York, New Jersey, Florida, and others, further demonstrating their dedication to serving a diverse clientele.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (SOUTH HUNTINGTON NY)
NY
04/24/2018 - 06/28/2022
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (SOUTH HUNTINGTON NY)
BOTH
Issued 08/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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